# Strongbox Wealth, LLC

> Strongbox Wealth, LLC is an SEC-registered investment advisory firm in Lee'S Summit, MO, registered since 2019, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 304952
- Filed as: STRONGBOX WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lee'S Summit, MO
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/304952
- AdvisorCensus page: https://advisorcensus.com/firm/strongbox-wealth-llc-lee-s-summit-mo-304952

## Quick answers

**How is Strongbox Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Strongbox Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Strongbox Wealth, LLC charge?**
Its Form ADV Part 2A brochure dated March 10, 2026 states: Flat fee: up to $10,000 (assisting in the formation and the establishment of a Plan or transition of…); Flat fee: $750 to $10,000 (advisory services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Strongbox Wealth, LLC located?**
Strongbox Wealth, LLC's principal office is in Lee'S Summit, MO, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Strongbox Wealth, LLC registered with the SEC or a state?**
Strongbox Wealth, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 304952.

**How much does Strongbox Wealth, LLC manage?**
Strongbox Wealth, LLC reports $562,443,873 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (94% discretionary).

**How have Strongbox Wealth, LLC's assets and staff changed since 2021?**
In the Form ADV data for Strongbox Wealth, LLC: Regulatory assets under management: $317,887,861 in the October 2021 data and $562,443,873 in the October 2026 data, up 77%. Total employees: 3 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Strongbox Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (285); high net worth individuals (189); pension and profit sharing plans (but not the plan participants or government pension plans) (19).

**Which custodians does Strongbox Wealth, LLC use?**
Strongbox Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Strongbox Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/304952

**What changed in Strongbox Wealth, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 3 to 4. Regulatory assets under management went from $456,532,204 to $562,443,873 (+23%). Added an office in Overland Park, KS. Registered or notice-filed in AR, SC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 10, 2026)

- Flat fee: up to $10,000 (assisting in the formation and the establishment of a Plan or transition of…)

> the initial flat fee for assisting in the formation and the establishment of a Plan or transition of the Plan shall not exceed $10,000

- Flat fee: $750 to $10,000 (advisory services)

> Our flat fees for advisory services range from $750 to $10,000. Flat fees for Plan Participant education services will not exceed $120 per Plan Participant per year.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $562,443,873
- Discretionary: $528,791,865
- Non-discretionary: $33,652,008

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 285 | $100,278,687 |
| High net worth individuals | 189 | $422,896,062 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 19 | $21,088,725 |
| Charitable organizations | Fewer than 5 | $6,446,620 |
| Corporations or other businesses not listed above | 6 | $11,733,779 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, AZ, CO, FL, KS, MO, NC, OK, SC, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Overland Park, KS

### Websites listed on Form ADV (Item 1.I)
- [strongboxwealth.com](https://strongboxwealth.com)
- Facebook @StrongBox-Wealth-116215326412182
- LinkedIn @strongbox-wealth
- YouTube @strongboxwealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $317,887,861 | 3 | March 5, 2021 |
| October 2022 | $365,544,646 | 3 | August 29, 2022 |
| October 2023 | $333,863,916 | 5 | June 19, 2023 |
| October 2024 | $394,040,300 | 6 | August 7, 2024 |
| October 2025 | $456,532,204 | 7 | March 12, 2025 |
| October 2026 | $562,443,873 | 7 | March 10, 2026 |

Regulatory assets under management: $317,887,861 in the October 2021 data and $562,443,873 in the October 2026 data, up 77%.
Total employees: 3 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 3 to 4.
- Regulatory assets under management went from $456,532,204 to $562,443,873 (+23%).
- Added an office in Overland Park, KS.
- Registered or notice-filed in AR, SC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Strongbox Wealth, LLC (CRD 304952): Form ADV filing data as of October 2026.